AlphaVista Asset Management provides investment management services using quantitative analysis and trading strategies. They manage investment accounts for capital appreciation, primarily using U.S. and non-U.S. equities and debt instruments through exchange-traded products. AlphaVista has full discretion over investment decisions, but clients can impose certain investment restrictions. They do not offer tax or financial planning advice.
Fee Structure
AlphaVista Asset Management offers investment management services where they manage your investments for capital appreciation.
For non-qualified clients, the annual fee ranges from 1.50% to 2.00% of the value of your portfolio, charged monthly. For qualified clients, AlphaVista may charge a performance fee of up to 30% of the profits above a 4% annual hurdle rate. In this case, there are no asset-based fees. Fees are negotiable.